PortfolioCRM System Integration & Set-Up

CRM System Integration & Set-Up

Work Project

TL;DR - Quick Summary

Integrating and customizing CRM solution for 10+ real estate agents to manage properties, deals, and customer relationships. Planning to unify property and activity management, improve workflow efficiency and give agents more time for customer service.

ConsultingCustomer communication
Team:Solo
Role:Your Role (Part-time)
Status:In Development
Demo Restricted

The Problem

Real-estate brokers and business owners had a difficult time managing properties and activities, which made it hard to understand "who does what?"

The Solution

An organized and customized CRM system for property, deal, and customer management. This solves both needs and provides one unified solution which benefits costs and the technical setup.

Business Impact

A more efficient and effective workflow throughout the entire real-estate process.

Business owners and real-estate agents now have more time to serve their customers instead of managing tasks & properties.